Outperform in bull markets by identifying and investing in companies within the domestic market that are growing dividends and garnering the strongest capital inflows (the volume factor). Concurrently, it is the goal of our proprietary risk management overlay to measure the threat level of bear market cycles and attempt to strategically reposition a portion of the portfolio towards fixed income.
We believe a technical perspective paired with a proprietary risk overlay framework will result in long-term outperformance.
- Active Stock Selection – Our proprietary volume factor ranking actively invests in a portfolio of approximately 40 individual stocks from a universe of 3000 companies that range across all market capitalization sizes
- Grow Income – Generate income by investing in companies that are increasing their ability to pay dividends by growing free cash flow and dividend payout.
- Risk Overlay – Aim to mitigate investor risk through lower downside volatility and capital drawdowns by reducing market exposure during perceived prolonged bear markets